Commercial Lines Account Manager

Company: Patra Corp
Location: Spokane
Posted on: May 19, 2019

Job Description:

The Commercial Lines Account Manager candidate needs to be a
self-starter, well organized, highly detailed, possess excellent
written and verbal communication skills as well as having a solid
commercial lines insurance knowledge base and property & casualty
license in this work from home position. The Account Manager serves
as the primary contact and liaison with small commercial lines
clients; ensures ongoing consistency as well as managing the
day-to-day servicing, renewals, and new business. Our commitment is
to provide positive and quality customer service in all areas,
ensuring timely delivery, and accuracy of work/service
provided.

Core Duties

* Service and manage all aspects for small commercial clients and
their policies
* Maintain and continue to develop client and company business
relationships
* Retain and manage all policies including service center,
non-service center, and surplus lines
* Promote growth of existing book through account rounding
* Market when necessary on renewal and new business
* Maintain clients / policies in agency management system
* Manage and coordinate processing of renewals, certificate of
insurance, endorsements, audits, cancellations, auto ID cards,
binders, summary of insurance, and edits with team
* Inform, educate, and make recommendations to clients about policy
coverages, changes, exclusions, and insurance coverage needs
* Stays abreast and maintain detailed knowledge of current market
conditions and technical knowledge
* Maintain knowledge / understanding of technology-based tools and
solution
* Provide good customer service
* Use analytical and critical thinking in work processes and
communication skills
* Maintain a paperless workflow
* Protects confidentiality of information
* Other duties as assigned

* Firm working knowledge of commercial lines coverages and
services
* Understanding and knowledge of handling small commercial lines
accounts
* Experienced user of Agency Management System and Electronic
Document Management
* Be self-starter, creative, and problem solver
* Must be detailed oriented and well organized
* Must have excellent computer / internet skills, proficient in
using carrier websites, and proficient in Microsoft Outlook, Excel,
and Word as well as Adobe
* Ability to deliver results to clients through coordinating and
managing efforts of others
* Ability to resolve problems independently
* Willingness to continually upgrade knowledge and understanding of
the insurance industry as well as technology that is available

* Consistent with its obligations under the law, the Patra Corp
will provide reasonable accommodation to any employee with a
disability who requires accommodation to perform the essential
functions of his or her job.

Work Standards

* Interpersonal Skills: Demonstrates the ability to work well with
Patra colleagues and clients and with external organizations
* Promotes Culture of Respect & Safety: Demonstrates commitment to
personal responsibility and value for safety and respect;
communicates concerns; uses and promotes safe respectful behaviors
based on training and lessons learned
* Subject to and expected to comply with all applicable Patra Corp
policies and procedures

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